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Madeline N Beaton

Morgan Stanley

Menlo Park, CA

CRD 7948554

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-18
TX RA APPROVED 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Natixis Distribution, Llc Boston MA 06/2024 02/2026
Sandpiper Productions Llc Hampton NH 01/2024 05/2024
Vail Resorts Newbury NH 12/2017 01/2024
Impax Asset Management Portsmouth NH 06/2023 08/2023
Field Club And Boathouse Edgartown MA 06/2021 08/2022
Edgartown Yacht Club Edgartown MA 06/2021 08/2022
Bedford Bluffs Inc. Bedford NH 05/2017 08/2020
Bedford New Hampshire School District Bedford NH 08/2013 06/2020
University Of New Hampshire Durham NH 06/2020 05/2024
Natixis Advisors, Llc Boston MA 06/2024 02/2026
Morgan Stanley Menlo Park CA 03/2026 Present
  • 06/2024 → 02/2026
    Natixis Distribution, Llc
    Boston, MA
  • 01/2024 → 05/2024
    Sandpiper Productions Llc
    Hampton, NH
  • 12/2017 → 01/2024
    Vail Resorts
    Newbury, NH
  • 06/2023 → 08/2023
    Impax Asset Management
    Portsmouth, NH
  • 06/2021 → 08/2022
    Field Club And Boathouse
    Edgartown, MA
  • 06/2021 → 08/2022
    Edgartown Yacht Club
    Edgartown, MA
  • 05/2017 → 08/2020
    Bedford Bluffs Inc.
    Bedford, NH
  • 08/2013 → 06/2020
    Bedford New Hampshire School District
    Bedford, NH
  • 06/2020 → 05/2024
    University Of New Hampshire
    Durham, NH
  • 06/2024 → 02/2026
    Natixis Advisors, Llc
    Boston, MA
  • 03/2026 → Present
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-16
S63 Uniform Securities Agent State Law Examination 2024-10-26
  • S65 Uniform Investment Adviser Law Examination
    2026-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-10-26
Other Names
  • Madeline Beaton
  • Madeline Nicole Beaton

View on SEC IAPD

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